# Strategic Portfolio Advisors, Inc.

> Strategic Portfolio Advisors, Inc. is a state-registered investment advisory firm in Long Beach, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 147194
- Filed as: STRATEGIC PORTFOLIO ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Long Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147194
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-portfolio-advisors-inc-long-beach-ca-147194

## Quick answers

**How is Strategic Portfolio Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Portfolio Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Portfolio Advisors, Inc. located?**
Strategic Portfolio Advisors, Inc.'s principal office is in Long Beach, CA, according to its Form ADV.

**Is Strategic Portfolio Advisors, Inc. registered with the SEC or a state?**
Strategic Portfolio Advisors, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 147194.

**How much does Strategic Portfolio Advisors, Inc. manage?**
Strategic Portfolio Advisors, Inc. reports $103,815,073 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**What types of clients does Strategic Portfolio Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (35); charitable organizations (1).

**Does Strategic Portfolio Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $103,815,073
- Discretionary: $103,815,073
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $35,878,444 |
| High net worth individuals | 35 | $66,758,765 |
| Charitable organizations | 1 | $1,177,864 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [spadvisors.net](https://spadvisors.net)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Portfolio Advisors, Inc. (CRD 147194): Form ADV filing data as of October 2026.